Firm Profile - Accredited Investors, Inc.

Firm Profile

You have many choices when it comes to financial services firms, and it’s crucial to make the right match. How do you know if Accredited Investors is the right fit for you? Here’s what we offer:

Objective, forward-looking advisors and a dedicated team with extensive education and specialization
A collaborative process where you take active part in every decision
Client-focused, comprehensive, personal Chief Financial Officer approach that extends beyond investments and wealth management
Emphasis on the link between money and values

Money and Values

The connection between money and values is essential to Accredited Investors’ approach. We don’t just talk about values with our clients. We act on our values with a professional, high integrity approach. We reflect our values through our extensive staff education and specialization. And we share our values with firm-wide community service.

Please contact us so that we can help your wealth management plan reflect your own values.

FAQ

Have questions? We want you to have all the answers you need to make great decisions.Please check out our FAQ or Contact Us directly.

GETTING STARTED

Are you ready to move forward? Take a look at Getting Started for tips on choosing the best advisor for you.